SalesForce 101 Glossary

Salesforce Glossary

Salesforce is a Customer Relationship Tool (CRM). It is where we manage our relationships with our prospects and customers. We have a saying “If it didn’t happen in Salesforce, then it didn’t happen.” In order to provide an elite customer experience, it’s crucial that we log all activities into Salesforce and keep as many fields accurate and up to date as possible. This will help us best serve our prospects and customers.

ccount

ontact

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pportunities

ctivity

ashboard

ist View

Event

An "event" is an activity that has a scheduled time. For example, a demo, a follow-up meeting, or a scheduled phone call. These can be virtual meetings or phone calls.

Activity

An event, a task, a call you've logged, or an email you've sent. You can relate an activity to other records, such as an account, a lead or an opportunity. If the call was not logged as an activity, then the call never happened.

dashboard

A dashboard shows data from various reports. The components provide a snapshot of key metrics and performance indicators for our team. Think of it as a Leaderboard and Activity board. You should check your relevant Sales Dashboards daily.

Account

An "account" is an organization, company, or consumer that you want to track—for example, a customer, partner, or prospect.

Contact

A point of contact related to an Account. For example: if a studio has 2 co-founders and a front desk manager, there will be 3 contacts. One for each individual or ‘contact’ on the account.

list view

A list display of items (for example, accounts, contacts or opportunities) based on specific criteria. Sales Leadership provides some predefined views to make it easier to manage your funnel.

opportunities

The key metric in tracking your sales and pending deals.